Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Samara Denney Samara Denney Greater Nashville Area Details
Samara Denney's Merrill Lynch Experience March 1998 - March 1999
Job Messaging Engineer at Deloitte
Industry Information Technology and Services
Experience
Deloitte  January 2013 - Present
Deloitte & Touche, LLP   January 2010 - 2013
People's Home Equity, Inc.   April 2004 - February 2007
Deloitte & Touche, LLP   March 1999 - April 2004
Merrill Lynch   March 1998 - March 1999

Skills
Project Management, Business Analysis, Software Documentation, Active Directory, Leadership, Customer Service, Microsoft Exchange, Technical Support, Call Centers, Visio, Business Process..., Networking, Servers, SharePoint, Information Technology, Windows, Process Improvement, IT Strategy

Education
Middle Tennessee State University   1993 — 1997
Bachelor of Science, Accounting

James McKillop James McKillop Clarkston, Michigan Details
James McKillop's Merrill Lynch Experience June 2015 - August 2015
Job Private Wealth Management Summer Intern at Merrill Lynch
Industry Financial Services
Experience
Michigan State University  September 2014 - Present
MSU Student Investment Association   September 2014 - Present
Merrill Lynch   June 2015 - August 2015
Ca$h Cow$ Lacrosse   June 2014 - August 2015
Independent Contractor  July 2010 - July 2015
Playland  June 2013 - August 2014

Skills
Leadership, Customer Service, Finance, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Public Speaking, Social Media, Data Analysis, Management, PowerPoint, Project Planning, Team Leadership, Research

Education
Michigan State University - The Eli Broad College of Business   2015 — 2017
Bachelor of Arts (BA), Finance 3.9/4.0

Michigan State University   2014 — 2017
Bachelor of Arts (B.A.), Finance

Clarkston High School   2010 — 2014

Nicole Addis-Kappes Nicole Addis-Kappes Naples, Florida Area Details
Nicole Addis-Kappes's Merrill Lynch Experience May 2013 - Present
Job National Staffing Manager at Merrill Lynch/ Bank of America/ Peoplescout
Industry Staffing and Recruiting
Experience
Merrill Lynch   May 2013 - Present
Fifth Third Bank  March 2005 - April 2013
ManpowerGroup  October 2003 - March 2005
AlixPartners  February 2002 - June 2002
General Motors  June 2000 - July 2001
Breed Technologies/ Alliedsignal   December 1999 - June 2000
Arthur Andersen/LLP   August 1998 - July 1999
Michigan State University  September 1992 - December 1996

Skills
Talent Acquisition, Pipeline Development, Creative Sourcing, Human Resources, Relationship Development, Internet Research, HR Strategy, Employee Relations, Crucial Conversations, Sourcing, Interviewing, Hiring, Background Checks, Full-cycle Recruiting, Applicant Tracking..., Recruitment/Retention, Internet Recruiting, Social Networking, Networking, Creative Solutions, Recruiting, Online Research, Interviews, Leadership, Personnel Management, Coaching, SDLC, Onboarding, Sales, CRM, New Hire Orientations, Time Management, Management, Recruitment Advertising, Business Development, Job Descriptions, Deferred Compensation, Job Fairs, Technical Recruiting, Consulting, Talent Management, Benefits Negotiation, Screening Resumes, Contract Recruitment, Staffing Services, Cold Calling, Behavioral Interviewing, Workforce Planning, Taleo, Employee Engagement

Education
Michigan State University
Bachelor of Science (B.S.), Human Ecology

Zoë Hancock Zoë Hancock Phoenix, Arizona Details
Zoë Hancock's Merrill Lynch Experience 1986 - 1995
Job President | Founder at Mrs. Hancock's, Inc.
Industry Professional Training & Coaching
Experience
Mrs. Hancock's, Inc.   March 2006 - Present
Mrs. Hancock's, Inc.   March 2006 - Present
Merrill Lynch   1986 - 1995

Skills
Training, Small Business, Leadership, Social Media Marketing, Public Speaking, Entrepreneurship, Sales Management, Social Media, Leadership Development, Networking, Coaching, Fundraising, Budgets, Weddings, Customer Service, Team Building, Marketing, Event Management, Time Management, Online Marketing, Management, Entertainment, Sales, Event Planning, Project Planning, Strategy, Public Relations, Nonprofits, Business Development, Social Networking

Education
Michigan State University
Business, Theatre, English Lit

David Boor, CRPC® David Boor, CRPC® Farmington, Michigan Details
David Boor, CRPC®'s Merrill Lynch Experience 1983 - 2005
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2005 - Present
Merrill Lynch   1983 - 2005

Education
Michigan State University   1982 — 1983
Master of Business Administration (MBA), Finance, General

Michigan State University   1980 — 1982
Bachelor of Arts (BA), Marketing

Michigan Technological University   1978 — 1979

Kurt Hallead Kurt Hallead Austin, Texas Details
Kurt Hallead's Merrill Lynch Experience September 1998 - December 2001
Job Managing Director and CoHead of Global Energy Research at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets  December 2001 - Present
Merrill Lynch   September 1998 - December 2001
Merrill Lynch   September 1998 - December 2001

Skills
Natural Gas, Petroleum, Upstream, Energy, Oil/Gas, Oilfield, Gas, Divestitures, Energy Industry, Drilling, Team Leadership, Sales, Marketing, Financial Analysis, Financial Modeling, Mentoring, Business Development, Project Planning, Product Development, Investment Strategies, Valuation, Commodity Markets, Investments, Mergers & Acquisitions, Leadership, Oil & Gas Industry, Corporate Finance, Capital Markets, Series 7, Analysis, Hedge Funds, Investment Management, Economics, Securities, Strategy, Due Diligence, Investment Banking

Education
Michigan State University   1986 — 1988
Bachelor of Arts (B.A.), Finance

Michael A Poland CFA Michael A Poland CFA Greater Grand Rapids, Michigan Area Details
Michael A Poland CFA's Merrill Lynch Experience June 2000 - January 2009
Job Braeburn Wealth Management. Providing unique and thoughtfully constructed investment solutions.
Industry Financial Services
Experience
Braeburn Wealth Management, LLC   August 2011 - Present
Rehmann Financial  January 2009 - August 2011
The Rehmann Group  2009 - August 2011
West Michigan Symphony  2005 - 2011
Merrill Lynch   June 2000 - January 2009
PaineWebber  November 1989 - June 2000
Smith Barney  May 1989 - November 1989

Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income

Education
University of St. Thomas   1988 — 1990
MBA Finance, Finance

Michigan State University   1980 — 1984
BS. Engineering, Engineering Arts

Mona Shores

Bell Brian Bell Brian Franklin, Michigan Details
Bell Brian's Merrill Lynch Experience June 2009 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2009 - Present
Smith Barney Citigroup  July 1998 - June 2009

Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Financial Advisory

Education
Michigan State University   1986 — 1990

Michigan State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Warren Call Warren Call Traverse City, Michigan Details
Warren Call's Merrill Lynch Experience October 2007 - June 2009
Job Vice President, Senior Portfolio Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  December 2012 - Present
Huntington National Bank  June 2009 - December 2012
Merrill Lynch   October 2007 - June 2009
Crystal Mountain Resort & Spa  2004 - 2007

Skills
Sales Management, Portfolio Management, Investments, Investment Management, Banking, Commercial Lending, Finance, Leadership, Sales, Financial Analysis, Investment Strategies, Business Development, Management, Public Speaking

Education
St. John's University, The Peter J. Tobin College of Business   2002 — 2004
M.B.A., International Finance

Michigan State University   1997 — 2001
B.A., History

Blake Tschirhart Blake Tschirhart Greater Detroit Area Details
Blake Tschirhart's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Automotive
Experience
Narens Associates Inc   June 2015 - Present
Pro-Motion Technology Group  May 2014 - May 2015
Michigan State University  March 2012 - May 2014
Communications & Research   August 2013 - November 2013
RouteOne  May 2013 - August 2013
Federal Mogul  May 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Skills
Data Analysis, Teamwork, PowerPoint, Data Entry, Research, Microsoft Office, Time Management, Microsoft Word, Access, Microsoft Excel, Business Development, Facebook, Finance, Management, Sales, Leadership

Education
Michigan State University   2010 — 2014
Bachelor's Degree, Finance

Detroit Catholic Central High School   2006 — 2010
High School Diploma

Adam Lush Adam Lush Washington D.C. Metro Area Details
Adam Lush's Merrill Lynch Experience November 2003 - March 2005
Job AVP and Senior Underwriter at City First Bank of DC
Industry Banking
Experience
City First Bank of DC  January 2014 - Present
Risk Management Association Potomac Chapter   March 2012 - Present
Access National Bank  October 2011 - January 2014
The Brand Banking Company  May 2011 - September 2011
Federal Home Loan Bank of Atlanta  August 2009 - May 2011
Silverton Bank, N.A.   October 2006 - July 2009
Cole Taylor Bank  September 2005 - September 2006
Oak Brook Bank  March 2005 - October 2005
Merrill Lynch   November 2003 - March 2005
Royal American Bank  August 2001 - November 2003

Skills
Commercial Lending, Loans, Credit, Underwriting, Commercial Real Estate, Asset Based Lending, Commercial Banking, Portfolio Management, Risk Management, Mortgage Lending, Banking, Finance, Financial Risk, Investments, Mergers, Credit Analysis, Credit Risk, Financial Analysis, Small Business Lending, SBA, Commercial Mortgages, Private Banking

Education
Roosevelt University   1999 — 2002
Master of Business Administration, Finance

Michigan State University   1995 — 1997
Bachelor of Arts, Psychology / Sociology

Lynn Valade Lynn Valade Greater Detroit Area Details
Lynn Valade's Merrill Lynch Experience 2010 - 2012
Job Senior Manager | Business Development | Sales | Customer Relationship Management | Leadership
Industry Banking
Experience
Citizens Bank  2014 - Present
PNC  2012 - 2014
Merrill Lynch   2010 - 2012
Fifth Third Bank  2006 - 2009
Comerica  2003 - 2006
Fifth Third Bank  2001 - 2003
Bank One  1991 - 2001

Skills
Strategic Planning, Sales Management, Business Development, Marketing, customer relationship..., Project Management, Team Leadership, Process Improvement, Public Relations, Strategic Communications, issues management, Corporate Communications, Communication Strategy, Internal Communications, Employee Engagement, Leadership, Start-ups, Thought Leadership, Integrated Marketing, Management, Public Speaking, Financial Communications, Message Development, Marketing Communications, Portfolio Management, Banking, Wealth Management, Loans, Commercial Banking, Credit, Strategic Financial..., Mortgage Lending, Financial Services, Finance, Investments, Financial Advisory, Small Business, Commercial Lending, Investment Management, Credit Analysis, Investment Advisory, Relationship Management, Wealth Management..., Estate Planning, Treasury Management, Small Business Lending, Strategy, New Business Development, High Net Worth..., Cash Management

Education
Michigan State University
BA, Advertising

Walsh College
MSF, Corporate Finance

Jim Palmer Jim Palmer Greater Detroit Area Details
Jim Palmer's Merrill Lynch Experience 1983 - 1985
Job CEO Campbell Ewald
Industry Marketing and Advertising
Experience
Campbell Ewald  July 2013 - Present
Campbell-Ewald  April 2009 - Present
Harbor Springs Winery   2010 - 2014
Campbell-Ewald  2002 - April 2009
Campbell-Ewald  January 1999 - March 2002
Campbell-Ewald  August 1991 - March 1999
Merrill Lynch   1983 - 1985

Skills
New Business Development, Account Management, Creative Problem Solving, Marketing Strategy, Social Media, Digital Marketing, Digital Strategy, B2B, Brand Development, Brand Management, CRM, Creative Direction, Creative Strategy, Insurance, Digital Media, Integrated Marketing, Lead Generation, Leadership, Interactive Marketing, Management, Market Research, Marketing, Marketing Management, New Media, Recruiting, Strategic Communications, Email Marketing, Interactive Advertising, Marketing Research, Online Advertising, Online Marketing, Public Relations, SEM, SEO, Selling, Social Networking, Strategy, Team Leadership

Education
University of Chicago   1999 — 2000
Executive Seminar-Marketing

University of Detroit Mercy   1982 — 1983
Marketing -MBA level work

Michigan State University   1976 — 1980
Bachelor of Science, Food Systems Marketing and Management

Stanford University Graduate School of Business
Executive Education-Marketing

Shey Lyn Zanotti Shey Lyn Zanotti Greater Los Angeles Area Details
Shey Lyn Zanotti's Merrill Lynch Experience 1999 - 2002
Job Performing Arts Professional
Industry Entertainment
Experience
Little Dom's   2011 - Present
Lip Gloss Teen Magazine TM   2008 - 2011
WOMEN'S PROJECT THEATER  2004 - 2009
Manhattan Theatre Source  2001 - 2009
Summer Theatre in Meredith Village   February 2008 - October 2008
BBDO  August 2007 - 2008
Pulse Ensemble Theatre   2001 - 2008
AARP Financial  2003 - 2004
Merrill Lynch   1999 - 2002

Skills
Acting, Theatre, Directing, Performing Arts, Film, Television, Editing, Drama, Teaching, Shakespeare, Comedy, Stage, Improvisation, Voice Acting

Education
Michigan State University   1995 — 1997
Theatre

Atlantic Theater Company

Atlantic Theatre Company Acting School

Alison DeVries Alison DeVries Greater Grand Rapids, Michigan Area Details
Alison DeVries's Merrill Lynch Experience December 2014 - Present
Job Associate Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2014 - Present
Merrill Lynch   March 2011 - December 2014
Wells Fargo Advisors  December 2009 - March 2011
Georgetown Charter Township   September 2009 - December 2009
Mercy Health  May 2007 - September 2009

Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Microsoft Excel, Cash Management, Salesforce.com, Customer Service, Banking, Financial Services

Education
Michigan State University   2005 — 2009
Bachelor of Arts (B.A.), Finance, General

John Cabot University, Rome, Italy   2008 — 2008
Business, Management, Marketing, and Related Support Services

Kim Mankin Kim Mankin Nashville, Tennessee Details
Kim Mankin's Merrill Lynch Experience April 2014 - November 2014
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS  November 2014 - Present
Merrill Lynch   April 2014 - November 2014
UBS Financial Services Inc.  March 2013 - April 2014

Skills
Series 7, Series 63, Series 65

Education
Middle Tennessee State University
Business, Finance

Lyndsey Lane Lyndsey Lane Denver, Colorado Details
Lyndsey Lane's Merrill Lynch Experience May 2006 - July 2006
Job Marketing & Design Manager
Industry Marketing and Advertising
Experience
2 elle design   May 2014 - Present
Rocky Mountain Ace Stores   October 2011 - Present
TATS the Experience   April 2015 - July 2015
Savannah College of Art and Design  January 2010 - June 2011
SCAD Office of Student Involvement   September 2010 - March 2011
The Clever Factory  2007 - 2009
Tennessee Performing Arts Center  January 2007 - March 2007
Hatch Show Print  August 2006 - December 2006
Merrill Lynch   May 2006 - July 2006

Skills
Adobe Creative Suite, Graphic Design, Art, Non-profits, Public Relations, Microsoft Office, Museums, Social Networking, Marketing, Printmaking, QuickBooks, Human Resources, System Administration, Event Planning, Creative Direction, Mac, InDesign, Photography, Illustrator, Social Media Marketing, Fundraising, Illustration, Art Direction, Advertising, Graphics, Digital Marketing, Packaging, Dreamweaver, Branding & Identity

Education
Savannah College of Art and Design   2010 — 2011
MA, Arts Administration

New York University   2006 — 2006
Fine/Studio Arts, General

Middle Tennessee State University   2002 — 2006
BFA, Graphic Design

John Sepp John Sepp Greater Detroit Area Details
John Sepp's Merrill Lynch Experience April 1994 - December 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
LPL Financial  December 2003 - Present
Merrill Lynch   April 1994 - December 2003
Merrill Lynch   April 1994 - November 2003

Skills
Series 7, Retirement Planning, Wealth Management, Asset Managment, Series 63, Mutual Funds, Investment Advisory, Retirement, Insurance, 401k Rollovers, Securities, Asset Allocation, Investments, Series 24, Financial Advisory, IRAs, Portfolio Management, Series 65, ETFs, High Net Worth..., Fixed Annuities

Education
Michigan State University   1981 — 1984
Masters, Labor and Industrial Relations

Rider University   1976 — 1980
Bachelors, Business Administration

Joey Reiter Joey Reiter Palm Springs, California Details
Joey Reiter's Merrill Lynch Experience July 1984 - May 2009
Job Animal Advocacy Volunteer
Industry Fund-Raising
Experience
Merrill Lynch   July 1984 - May 2009

Skills
Animal Rescue, Animal Advocavy, Philanthropy, Fundraising, Nonprofits, Non-profit..., Planned Giving, Grant Writing, Proposal Writing

Education
Michigan State University

University of Tennessee-Knoxville

Kathy Courtright Kathy Courtright Greater Detroit Area Details
Kathy Courtright's Merrill Lynch Experience August 2011 - April 2013
Job Wealth Manager at Bloomfield Hills Financial
Industry Financial Services
Experience
Oppenheimer & Co.   March 2013 - April 2014
Merrill Lynch   August 2011 - April 2013
Sauder Manufacturing Co.  November 2007 - July 2010
Interior Environments  2005 - 2007
WorkRite Ergonomics  2002 - 2005
Interface  January 1999 - August 2002
McGraw-Hill Construction  January 1994 - June 1998
Haworth  1986 - 1994

Skills
Account Management, New Business Development, Sales, Strategic Planning, Sales Management, Social Media, Marketing, Contract Negotiation, Selling, Sales Process, Entrepreneurship, Banking, Cold Calling, Coaching

Education
Michigan State University   1973 — 1977
BS

Joe Line Joe Line Greater Detroit Area Details
Joe Line's Merrill Lynch Experience 1999 - 2002
Job Senior Vice President Branch Development at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo  August 2014 - Present
LPL Financial  August 2002 - July 2014
Merrill Lynch   1999 - 2002

Skills
Series 7, Investments, Financial Services, Wealth Management

Education
Michigan State University   1983 — 1987
Bachelor's degree, Secondary Education and Teaching

Steven Hynek Steven Hynek Greater Chicago Area Details
Steven Hynek's Merrill Lynch Experience June 2006 - July 2009
Job Credit Risk Analyst at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation  August 2009 - Present
Merrill Lynch   June 2006 - July 2009
Custom House Global Fund Services   July 2005 - June 2006
GE Capital  February 2003 - July 2005

Education
Michigan State University   1998 — 2002
Bachelor's degree, Finance, General

Keith Gunn Keith Gunn Greater Philadelphia Area Details
Keith Gunn's Merrill Lynch Experience April 2007 - September 2008
Job Project Portfolio Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  January 2013 - Present
TD Ameritrade  February 2009 - December 2012
Merrill Lynch   April 2007 - September 2008
Merrill Lynch   January 2006 - September 2007
Merrill Lynch   September 2003 - December 2006
Merrill Lynch   July 2002 - September 2003
Merrill Lynch   June 1998 - June 2002
Merrill Lynch   June 1996 - May 1998
Merrill Lynch   April 1988 - June 1996
Merrill Lynch   September 1983 - April 1988

Skills
MS Project, Risk Management, Business Analysis, IT Management, Visio, Change Management, Project Management, Budgets, Income Statement, Microsoft Office, Software Design, Teaching, Crystal Xcelsius, Virtual Management, Cross-functional Team..., Portfolio Management, Management, Requirements Analysis, Vendor Management, Integration, Business Process..., SDLC, Software Documentation, Strategy, Program Management, Project Portfolio..., Software Project..., Financial Services, Process Improvement, Analysis

Education
The Chubb Institute   1995 — 1996
Client Server Programming, Programming

Middle Tennessee State University   1982 — 1982

Brian Miller, CIMA Brian Miller, CIMA Lake Orion, Michigan Details
Brian Miller, CIMA's Merrill Lynch Experience February 2005 - March 2007
Job Vice President, Client Advisor at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P.Morgan Asset Management   October 2010 - Present
Nuveen Investments  March 2007 - October 2010
Merrill Lynch   February 2005 - March 2007

Education
Michigan State University   1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General

Roger Dale Bennett Roger Dale Bennett Lansing, Michigan Area Details
Roger Dale Bennett's Merrill Lynch Experience June 1994 - September 1997
Job Owner, Asset Financial Services, Inc., and Investment Advisor Representative of TFA
Industry Investment Management
Experience
Asset Financial Services   September 1997 - Present
Merrill Lynch   June 1994 - September 1997
Comerica Bank  September 1987 - June 1994

Skills
Retirement Planning, Investments, Strategic Financial..., Securities, IRAs, Roth IRA, Profit Sharing, Financial Planners, Portfolio Management, Fixed Annuities, Retirement, Asset Management, Financial Services, 401k, Mutual Funds, FINRA, Alternative Investments, Investment Management, Wealth Accumulation, Traditional IRA, Variable Annuities, Long Term Care Insurance, Retirement Plan..., Retirement Savings, Separately Managed..., High Net Worth..., Life Insurance, Simple IRA, 401k Rollovers, 529 Plans, Series 65, ETFs, Uniform Combined State..., College Savings Plans

Education
Michigan State University
ELI Broad College of Business, Finance

James Denison James Denison Grosse Pointe, Michigan Details
James Denison's Merrill Lynch Experience 1998 - 2002
Job Vice President Commercial Lending Officer at PNC Bank, N.A.
Industry Banking
Experience
PNC Bank, N.A.   July 2012 - Present
PNC Bank, N.A.   January 2006 - July 2012
National City Bank  2002 - 2006
Merrill Lynch   1998 - 2002
Old Kent Bank  1992 - 1998
Loan Pricing Corporation  1989 - 1992

Skills
Commercial Banking, Credit, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Financial Analysis, Risk Management, Financial Modeling

Education
Michigan State University   1984 — 1987
Bachelor of Arts, Economics

Holy Name Grade School

Midvale Elementary School

Seaholm High School

Seaholm High School

Kirk Novak, CRPC Kirk Novak, CRPC Ann Arbor, Michigan Details
Kirk Novak, CRPC's Merrill Lynch Experience September 2010 - December 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
PNC Bank  January 2014 - December 2014
Merrill Lynch   September 2010 - December 2013
The Northern Angler   October 2003 - May 2010
H&R Block Financial Advisors  May 2000 - March 2003
H&R Block Financial Advisors (formerly Olde)   December 1991 - May 2000

Education
Michigan State University   1987 — 1991
Bachelor of Arts, Financial Administration

Donald Headley Donald Headley Lansing, Michigan Area Details
Donald Headley's Merrill Lynch Experience April 1985 - December 1995
Job Head Coach Division 3 Club Hockey at Michigan State University/ Managed Money Concepts
Industry Financial Services
Experience
Managed Money Concepts   December 1995 - Present
Michigan State University  August 2010 - Present
Merrill Lynch   April 1985 - December 1995

Education
Michigan State University   1975 — 1978
Economics/Public Administration, Economics/Public Administration

Michigan State University   1974 — 1978
Bachelor of Science, Public Administration and Economics

Kent B Fox, CRPC® Kent B Fox, CRPC® Charlotte, North Carolina Area Details
Kent B Fox, CRPC®'s Merrill Lynch Experience August 1998 - Present
Job Wealth Management Advisor, Senior Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 1998 - Present
US Army  March 1992 - October 1995

Skills
Wealth Management, Retirement Planning, Series 7, Series 66, Retirement Income..., Investment Strategies, Annuities, Loans, Mortgage, Insurance, Portfolio Management, 401k, Leadership, Retirement, Mutual Funds, Investments, Financial Advisory, Financial Analysis, Banking

Education
Penn State University   1996 — 1998
Bachelor of Science, Administration of Justice with Minor in Economics

Michigan State University   1989 — 1991

Bethany Curtiss-Phyle Bethany Curtiss-Phyle Troy, Michigan Details
Bethany Curtiss-Phyle's Merrill Lynch Experience March 2003 - December 2011
Job Account Vice President
Industry Financial Services
Experience
UBS  December 2011 - Present
Merrill Lynch   March 2003 - December 2011
Morgan Stanley  January 2001 - March 2003

Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management

Education
Michigan State University   1987 — 1991
Economics

William G. Lethemon III William G. Lethemon III Greater Detroit Area Details
William G. Lethemon III's Merrill Lynch Experience October 1993 - March 2003
Job Owner, Lethemon Financial
Industry Financial Services
Experience
Lethemon Financial   July 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   March 2003 - July 2009
Merrill Lynch   October 1993 - March 2003

Education
Michigan State University   1990 — 1993
Bachelor of Arts, Finance

Michigan State University - The Eli Broad College of Business   1990 — 1993
finance

Mark J. Langerman Mark J. Langerman Scottsdale, Arizona Details
Mark J. Langerman's Merrill Lynch Experience July 2007 - April 2009
Job Managing Director, Patriot Fund
Industry Financial Services
Experience
Patriot Fund   January 2012 - Present
Empowerment Financial Group, LLC,CEO   April 2009 - Present
Merrill Lynch   July 2007 - April 2009
Wells Fargo Investments  2000 - 2007

Skills
Investments, Portfolio Management, Risk Management, Mutual Funds, Asset Management, Asset Managment, Management, Strategic Planning, Finance, Financial Analysis, Leadership, Wealth Management, Executive Management, Credit, Financial Services, Strategic Financial..., Banking, Mergers & Acquisitions

Education
Michigan State University   1978 — 1982

Michigan State University   1979 — 1981

Southfield High School   1975 — 1978

Mike Montpetit Mike Montpetit Raleigh-Durham, North Carolina Area Details
Mike Montpetit's Merrill Lynch Experience June 1976 - May 1983
Job Broker in Charge, Town & Country Realty Inc. MBA, CRS, ABR, ePRO, CLHMS, DAD
Industry Real Estate
Experience
Town & Country Realty, Inc.   February 1999 - Present
Business Networking Internationanl   March 2001 - March 2006
Lexmark  December 1993 - November 1995
IBM  June 1986 - December 1993
Merrill Lynch   June 1976 - May 1983

Skills
Graduate Leadership..., Helped More than 881..., Completed Advanced..., Training, Residential Homes, Real Estate, Public Speaking, First Time Home Buyers, Contract Negotiation, Negotiation, Relocation, Strategic Planning, Business Development, Sales, Customer Service, Project Management, Marketing, New Business Development, Marketing Strategy, Team Building, Social Media, Account Management, Selling, Project Planning, Leadership, Referrals, Social Media Marketing, Operations Management, Brokerage, Budgets, Listings, Investments, Team Leadership, Real Property, Public Relations, Event Management, Social Networking, Small Business, Management Consulting, Retail, ABR, Business Planning, Sales Management, Coaching, Management, Business Strategy, Home Staging, Investment Properties, Sellers, Leadership Development

Education
Michigan State University - The Eli Broad College of Business   1983 — 1984
MBA, Materials and Logistics Management, Marketing, Finance

Wayne State University   1977 — 1981
BBA, Marketing and Finance Double Major

Glenn Atkinson Glenn Atkinson Greater New York City Area Details
Glenn Atkinson's Merrill Lynch Experience August 1997 - May 2008
Job Director, Global Business Operations, at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices  June 2008 - Present
Merrill Lynch   August 1997 - May 2008
Computer Associates  1990 - 1997

Skills
Leadership, Six Sigma, Analysis, Lean Manufacturing, Project Management, Process Improvement, Financial Services, Mentoring, Process Design, DMAIC, Business Continuity..., Operational Risk..., Presentation Design, Team Building, microsoft Excel macros, SQL, Key Metrics, Metrics Reporting, SDLC, Microsoft Excel, Change Management, Management, Operations Management, Program Management, Vendor Management, Performance Management, Business Analysis, Risk Management, Business Process..., Software Development, Quality Assurance, Cross-functional Team..., Data Analysis, Process Engineering, Strategy, Visio

Education
Princeton University   1975 — 1979
BA, Linguistics / Slavic Languages

Middlebury College   1978 — 1978
Certificate, Chinese

Saint Paul's School   1971 — 1978
Diploma

School Year Abroad   1973 — 1974
French

Conwell Elementary / Middle Magnet School

Jacob Stanton Jacob Stanton Louisville, Kentucky Area Details
Jacob Stanton's Merrill Lynch Experience January 2006 - May 2006
Job Pilot at Spirit Airlines
Industry Airlines/Aviation
Experience
Spirit Airlines  December 2012 - Present
Republic Airways Holdings, Inc.   2007 - December 2012
Max-Air INC   September 2007 - December 2007
Air Tenn Flying Service   September 2007 - December 2007
Merrill Lynch   January 2006 - May 2006

Skills
Airlines, Aviation, Commercial Aviation, Flights, Piloting, Aircraft, Airports, Process Improvement, Customer Service, Operations Management, Leadership, Microsoft Excel, Microsoft Office, Aircraft Maintenance, Aerospace

Education
Middle Tennessee State University   2003 — 2007
BS, Finance

Middle Tennessee State University   2003 — 2007
Bachelors of Science; Bachelors of Business Administration, Aerospace - Professional Pilot; Finance - Real Estate

Geoffrey Centner Geoffrey Centner Greater Chicago Area Details
Geoffrey Centner's Merrill Lynch Experience 2007 - 2009
Job Executive Director at UBS Wealth Management, Branch Manager
Industry Financial Services
Experience
UBS Wealth Management  June 2009 - Present
Merrill Lynch   2007 - 2009
Morgan Stanley  August 1998 - June 2007

Education
Michigan State University   1986 — 1990

Ted Barnhart Ted Barnhart Greater Chicago Area Details
Ted Barnhart's Merrill Lynch Experience 1995 - 1997
Job Registered Investment Advisor / Austrian School of Investment Thought Blog
Industry Investment Management
Experience
Barnhart Investment Advisory   2008 - Present
Charles Schwab  2006 - 2008
Morgan Stanley  2004 - 2006
Raymond James & Associates, Inc   2002 - 2003
Peters Securities and TJM Institutional   1997 - 2002
Merrill Lynch   1995 - 1997
Olde Discount Stockbrokers  1994 - 1995
Chicago Title & Trust  1992 - 1994
Arthur Andersen & Co.   1990 - 1992

Education
Michigan State University   1985 — 1990
BA, Accounting

Michael Cherniawski Michael Cherniawski Fort Myers, Florida Area Details
Michael Cherniawski's Merrill Lynch Experience March 2007 - September 2008
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2012 - Present
Gartner  January 2010 - October 2012
Magic Flash Drive   February 2008 - 2011
MLSonline.com   2008 - March 2010
Merrill Lynch   March 2007 - September 2008

Skills
Small Business, Enterprise Software, Professional Services, Strategic Partnerships, Direct Sales, Business Development, Lead Generation, New Business Development, Leadership, Consulting, Strategy, Sales, Management, Sales Process, Account Management, Entrepreneurship, Business Intelligence, B2B, Team Building, SaaS, Sales Management, Sales Operations, Telecommunications, Strategic Planning, Marketing, Start-ups, Solution Selling, CRM, Cloud Computing, Contract Negotiation, Selling, Vendor Management, Business Strategy, Salesforce.com, Cold Calling, Analysis, Product Management, Competitive Analysis, Cross-functional Team..., Finance, Management Consulting, Product Marketing, Business Planning, Team Leadership

Education
Michigan State University   2001 — 2004
Advertising, Communication Arts

Lansing Catholic Central   1995 — 1998

Kristal Remstad Kristal Remstad Greater Chicago Area Details
Kristal Remstad's Merrill Lynch Experience January 2006 - May 2006
Job Director, Retail Marketing at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   March 2015 - Present
Nuveen Investments  July 2013 - March 2015
Nuveen Investments  November 2011 - July 2013
Russell Investments  May 2010 - November 2011
Morningstar  November 2006 - July 2009
Merrill Lynch   January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study   August 2005 - January 2006

Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing

Education
Michigan State University   2002 — 2006
Bachelor of Science, Psychology

Steve Miodonski Steve Miodonski Greater Detroit Area Details
Steve Miodonski's Merrill Lynch Experience October 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2013 - Present
OneMain Financial  August 2013 - September 2013
West Marine  June 2010 - January 2013
Donaldson Filtration   May 2012 - August 2012
Lawrence Construction   June 2009 - August 2009

Skills
Account Reconciliation, Sales, Auditing, Spreadsheets, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Finance, Forecasting, Time Management, Microsoft Word, Teamwork, Market Research, PowerPoint, Analysis, Strategic Planning, Budgets, Financial Modeling, Data Analysis, Bloomberg Terminal

Education
Michigan Technological University   2009 — 2013
Finance, Finance and Financial Management Services, 3.33

Palmer Pawlusiak Palmer Pawlusiak East Lansing, Michigan Details
Palmer Pawlusiak's Merrill Lynch Experience May 2013 - August 2013
Job Student at Michigan State University
Industry Financial Services
Experience
Michigan State University  January 2014 - Present
Deutsche Bank  June 2015 - August 2015
Jefferies LLC  May 2014 - August 2014
Merrill Lynch   May 2013 - August 2013

Skills
Equity Research, Investment Management, Valuation, Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Finance, Financial Analysis

Education
Michigan State University   2012 — 2016
Finance

Detroit Catholic Central High School   2008 — 2012

Stephen Schumacher Stephen Schumacher Washington, District Of Columbia Details
Stephen Schumacher's Merrill Lynch Experience September 2010 - August 2011
Job J.D. Candidate
Industry Law Practice
Experience
U.S. House of Representatives   May 2015 - August 2015
Senator Dave Robertson - State of Michigan   July 2011 - June 2014
Best Best & Krieger LLP  May 2013 - August 2013
Merrill Lynch   September 2010 - August 2011

Skills
Public Speaking, Leadership, Investments, Communication, Finance, Team Leadership, Microsoft Excel, Accounting, Budgets, Fundraising, Microsoft Office, Time Management, Morningstar, Blogging, Microsoft Word, Social Media, Event Planning, E-Medical Notes, ACT Client Management, Local Government, PowerPoint

Education
The Catholic University of America, Columbus School of Law   2014 — 2017
Juris Doctor (J.D.)

Michigan State University
Finance & Economics

Sam Blumke Sam Blumke Greater Detroit Area Details
Sam Blumke's Merrill Lynch Experience 2010 - 2011
Job JPMorgan Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   2013 - Present
Scarborough Capital Management  2011 - 2013
Merrill Lynch   2010 - 2011
Doeren Mayhew Financial Advisors   2009 - July 2010
UBS  2007 - 2009
Smith Barney K-Group   2002 - 2007

Education
Michigan State University   1987 — 1994

Jeffrey Rand Jeffrey Rand Greater Detroit Area Details
Jeffrey Rand's Merrill Lynch Experience December 2006 - December 2011
Job Fidelity Leadership
Industry Financial Services
Experience
Fidelity Investments  March 2014 - Present
Merrill Lynch / Bank of America  November 2011 - February 2014
Merrill Lynch   December 2006 - December 2011
Smith Barney  1990 - 2006

Skills
Equities, Fixed Income, Capital Markets, Wealth Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Financial Analysis, Securities, Asset Allocation

Education
Michigan State University   1987 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management Services

Winston Urwiller Winston Urwiller Bloomfield Hills, Michigan Details
Winston Urwiller's Merrill Lynch Experience May 2014 - August 2014
Job Global Wealth Management Intern Merrill Lynch
Industry Financial Services
Experience
Lambda Chi Alpha Gamma Omicron Chapter   January 2015 - Present
Michigan State University  August 2012 - Present
Lambda Chi Alpha Gamma Omicron Chapter   January 2014 - December 2014
Merrill Lynch   May 2014 - August 2014
Central Park Deli   June 2013 - August 2013
Urwiller Lawn Services   April 2009 - August 2013
Andover High School  2009 - 2011

Skills
Leadership, Hardwork, Accountability, Loyal, Critical Thinking, Customer Service, Social Media, Time Management

Education
Michigan State University   2012 — 2016
Bachelor of Arts (B.A.), Political Science Prelaw

Bloomfield Hills Andover High School   2008 — 2012

Brice Jennings Brice Jennings Smyrna, Tennessee Details
Brice Jennings's Merrill Lynch Experience July 1996 - July 1998
Job Chief Investment Officer at Jennings Investment Group, Inc.
Industry Investment Management
Experience
Jennings Investment Group, Inc.   June 2010 - Present
Jennings Investment Group, LLC   November 2006 - June 2010
SuperBull Fund, LP   November 2006 - December 2009
Franklin Industries, Inc.   August 1998 - November 2006
Merrill Lynch   July 1996 - July 1998

Skills
Asset Managment, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Investments, Investment Advisory, Mutual Funds, Wealth Management, Securities, Hedge Funds, Series 7, Investment Strategies, Investment Management, Financial Analysis, Fixed Income, Risk Management, Private Equity, Equity Research, Valuation, Asset Management, Capital Markets, Finance, Financial Services, Investment Banking

Education
Middle Tennessee State University   1995 — 1999
Master of Business Administration (MBA), Finance

Middle Tennessee State University   1989 — 1994
Bachelor of Business Administration (BBA), Finance

Siddharth Choudhary, PMP Siddharth Choudhary, PMP Greater New York City Area Details
Siddharth Choudhary, PMP's Merrill Lynch Experience June 2006 - June 2008
Job Program Manager
Industry Financial Services
Experience
HSBC  April 2015 - Present
Barclays  September 2014 - January 2015
Capco  February 2014 - August 2014
FXCM  September 2011 - January 2014
AIG  June 2008 - May 2011
Merrill Lynch   June 2006 - June 2008
STS Inc  2003 - 2006

Skills
SDLC, Software Project..., Business Analysis, PMO, Risk Management, PMP, Project Management, Vendor Management, Project Portfolio..., Software Development, IT Strategy, Program Management, Functional..., Visio, Business Process..., Business Intelligence, Business Process, Integration, CRM, Credit Risk, Agile Project Management, Agile Methodologies, Project Delivery, MS Project, IT Management, Enterprise Architecture, Outsourcing, SharePoint, Governance, Business Requirements, FX Trading, Equities, Change Management, Due Diligence, Mergers & Acquisitions, Product Management, Business Development

Education
Temple University   2004 — 2007
MSc, Management Information Systems

Michigan Technological University   2001 — 2003
BSc, Computer Science

Jonathan Adamsky Jonathan Adamsky Greater New York City Area Details
Jonathan Adamsky's Merrill Lynch Experience August 1997 - August 1999
Job Advising an Exclusive Group of High Achieving Business People
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2008 - Present
Morgan Stanley  August 1999 - November 2008
Merrill Lynch   August 1997 - August 1999

Skills
Investments, Finance, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Investment Advisory

Education
Michigan State University   1992 — 1997

Michigan State University - The Eli Broad College of Business   1992 — 1997

Stewart Morse Stewart Morse Aliso Viejo, California Details
Stewart Morse's Merrill Lynch Experience January 1996 - November 2001
Job Workforce Management SME at Fluor Corporation
Industry Oil & Energy
Experience
Fluor Corporation  Workforce Management SME
Fluor  March 2012 - March 2015
Arcadis, PMCM Division   August 2009 - April 2012
Fluor Corporation  October 2007 - June 2009
Integral Associates, LLC   September 2006 - October 2007
Nissan North America  April 2004 - September 2006
Morse Consulting   November 2002 - April 2004
Insignia/ESG, Inc   December 2001 - November 2002
Merrill Lynch   January 1996 - November 2001
Nissan North America  January 1985 - January 1996

Skills
Construction Management, Construction, Project Management, Project Planning, Vendor Management, MS Project, Contract Management, Change Management, Program Management, Operations Management, Procurement, Budget, Project Portfolio..., Strategic Planning, Team Building, Risk Management, Budgets, Facilities Management, Engineering, Contract Negotiation, Management, Value Engineering, Leadership, Contractors, Concrete, Change Orders, Project Estimation, Commissioning, Cost Management, Project Control, CPM Scheduling, Cost Control, Cost Engineering, Structural Engineering

Education
Michigan Technological University   1976 — 1981
B.S.C.E., Civil Engineering; Structural Engineering and Construction Management

Onsted High School

Jo Ann Sendldorfer Jo Ann Sendldorfer San Francisco Bay Area Details
Jo Ann Sendldorfer's Merrill Lynch Experience 1996 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   1996 - 2009
Starbucks Coffee Company  1995 - 1996
Morgan Stanley Dean Witter  1986 - 1995

Skills
Equities, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Finance, FINRA, Swaps, Bloomberg, Series 7, Securities, Alternative Investments, Series 63, Capital Markets

Education
Gabriel Richard

Michigan State University
B.S., Human Ecology, Economics

Greg Mead Greg Mead Kalamazoo, Michigan Details
Greg Mead's Merrill Lynch Experience November 2002 - Present
Job Senior Vice PresidentWealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2002 - Present

Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Series 65, Investment Strategies, Mutual Funds, Wealth Management..., Retirement, Portfolio Management, Investments, Estate Planning, 401k, 401k Rollovers, IRAs, ETFs

Education
Michigan State University - The Eli Broad College of Business   1999 — 2001
Bachelor's Degree, Marketing, 4.0 GPA

Hampton G. Lewis Hampton G. Lewis Bloomfield, Connecticut Details
Hampton G. Lewis's Merrill Lynch Experience 2002 - 2004
Job
Industry Financial Services
Experience
MassMutual Financial Group  June 2014 - Present
MetLife  January 2011 - March 2014
Barnum Financial Group, an Office of MetLife  2007 - 2009
Ameriprise Financial  2005 - 2007
Merrill Lynch   2002 - 2004
Merrill Lynch   2002 - 2004
Green Mountain Coffee Roasters  2000 - 2002
Green Mountain Coffee Roasters  2000 - 2002

Education
Michigan State University   1976 — 1981
Bachelor of Arts, Advertising

Cass Tech

Ray West Ray West Nashville, Tennessee Details
Ray West's Merrill Lynch Experience 1991 - 1997
Job Managing Partner at Rayburn West Financial
Industry Financial Services
Experience
Rayburn West Financial Services   July 2007 - Present
Raymond James Financial Inc.  August 2000 - July 2007
Pinnacle Financial Partners  August 2000 - July 2007
Regions Financial Corporation  1998 - 2000
Merrill Lynch   1991 - 1997
Transamerica  1989 - 1990

Skills
Asset Management, Management, Portfolio Management, Finance, Investments, Wealth Management, Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Capital Markets, Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Investment Advisory, Series 7, Private Equity, Alternative Investments, Investment Strategies, Strategic Financial..., Wealth Management...

Education
Merrill Lynch   1991 — 1993
24 Month Professional Development Program- Princeton N.J., Investments and Securities

University of Tennessee-Knoxville   1986 — 1989
Bachelor of Science (B.S.), Accounting and Finance

Middle Tennessee State University   1984 — 1985

Nashville Christian School   1978 — 1984

Aaron LaPonsa Aaron LaPonsa Greater New York City Area Details
Aaron LaPonsa's Merrill Lynch Experience January 1996 - May 1998
Job Sr. Analyst, Asset Oversight at PSEG
Industry Utilities
Experience
PSEG  September 2014 - December 2014
GENON ENERGY, INC  April 2001 - April 2013
MIRANT CORPORATION  November 2006 - January 2008
MIRANT CORPORATION  May 2002 - November 2006
MIRANT CORPORATION  March 2001 - May 2002
Engage Energy  June 1998 - March 2001
Merrill Lynch   January 1996 - May 1998

Skills
Energy Markets, Power Plants, Natural Gas, Energy, Commodity Markets, Analysis, Mergers & Acquisitions, Forecasting, Project Management, Valuation, Management, Finance, Trading, Electricity Markets, Financial Modeling, Risk Management, Power Generation, Renewable Energy, Hedging, Commodity, Financial Analysis, Project Finance

Education
Michigan State University   1994 — 1998
Bachelor of Arts (B.A.), Finance

Michigan State University

Dustin Milbrodt Dustin Milbrodt Vancouver, Washington Details
Dustin Milbrodt's Merrill Lynch Experience June 2000 - November 2002
Job Sr. Manager RMA at Sunlight Supply
Industry Wholesale
Experience
Sunlight Supply  May 2013 - Present
Holiday Retirement  November 2012 - May 2013
KEEN  May 2010 - November 2012
Knowledge Learning Corporation  August 2006 - March 2008
Hollywood Entertainment  March 2005 - August 2006
Merrill Lynch   June 2000 - November 2002

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Corporate Finance, Accounting, General Ledger, Analysis, Budgets, Internal Controls, Process Improvement, GAAP, Strategic Financial..., Financial Forecasting, Microsoft Excel, Hyperion Enterprise, Hyperion Planning, Variance Analysis, Risk Management, Consolidation

Education
Michigan State University
Bachelor of Science, Finance

Sam Rysdyk Sam Rysdyk Brighton, Michigan Details
Sam Rysdyk's Merrill Lynch Experience January 2008 - May 2008
Job Front End Web Developer at Ignite XDS
Industry Information Technology and Services
Experience
Ignite XDS  March 2014 - Present
MSU College of Law  November 2012 - November 2013
White Law PLLC  January 2011 - July 2012
Leelanau County Prosecutor   May 2011 - August 2011
17th Circuit Court  May 2010 - August 2010
Pinnacle Insurance Partners  May 2008 - August 2008
Merrill Lynch   January 2008 - May 2008

Skills
Ruby on Rails, Ruby, JavaScript, jQuery, HTML5, CSS3, AngularJS, SASS, JSON, Photoshop, Web Development, Legal Writing, Legal Research, Trials, Family Law, Criminal Law, Web Design, Photography, HTML, CSS, Motions, Appeals, PHP, MySQL, Wordpress Development, Final Cut Pro

Education
Michigan State University College of Law   2009 — 2012
JD

University of Detroit Mercy   2005 — 2009
BA, History, Political Science

Paul Hernandez Paul Hernandez Greater New York City Area Details
Paul Hernandez's Merrill Lynch Experience May 2008 - August 2010
Job Regional Marketing Director, Wholesaler for Putnam Investments
Industry Financial Services
Experience
Putnam Investments  January 2015 - Present
Putnam Investments  January 2012 - December 2014
The Herb Chambers Companies.  May 2011 - December 2011
Merrill Lynch   May 2008 - August 2010

Skills
Series 6, Series 7, Series 63, Mutual Funds, Financial Services

Education
Michigan State University   2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance

Sharon Breiner Sharon Breiner Greater Seattle Area Details
Sharon Breiner's Merrill Lynch Experience 2003 - 2006
Job Recruiting Business Partner at Amazon
Industry Staffing and Recruiting
Experience
Amazon  March 2014 - Present
Amazon  December 2013 - March 2014
Recruiting Consultant  September 2012 - December 2013
Matrix Finance and Accounting  February 2012 - September 2012
Ropes & Gray LLP  2008 - December 2010
PricewaterhouseCoopers  2008 - 2008
Boston Beer Company  2006 - 2007
Merrill Lynch   2003 - 2006

Skills
Talent Acquisition, Sourcing, Full-cycle Recruiting, Recruitment/Retention, Contract Recruitment, Financial Accounting, Personnel Recruiting, College Recruiting, Direct Recruiting, Corporate Finance, Temporary Placement, Recruiting, Personnel Selection, SDLC, Interviews, Strategy, Human Resources, Employee Benefits, Leadership, Management, Talent Management

Education
Michigan State University   1996 — 2000
Bachelor of Arts, Communications with a concentration in Public Relations and Interpersonal Communication

The Pennington School   1992 — 1996

James Moran, CRPC James Moran, CRPC Greater Detroit Area Details
James Moran, CRPC's Merrill Lynch Experience January 1998 - March 2009
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   March 2009 - Present
Merrill Lynch   January 1998 - March 2009

Skills
Asset Allocation, Investments, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Retirement, Investment Strategies, Deferred Compensation..., Financial Advisory, Insurance

Education
Michigan State University   1992 — 1996
BS

Brother Rice High School   1988 — 1992

Alexis Collias Alexis Collias Greater Detroit Area Details
Alexis Collias's Merrill Lynch Experience 2007 - 2008
Job Graphic Design Coordinator | National Training at Little Caesars
Industry Design
Experience
Little Caesars  2010 - Present
Alexis Helene Photography & Design   January 2005 - Present
Giffels, LLC / IBI Group   August 2008 - 2010
Merrill Lynch   2007 - 2008
Morgan Stanley  2005 - 2007
Custom Signworks Plus, Inc   2004 - 2005
BBDO  2000 - 2001

Skills
InDesign, Illustrator, Adobe Creative Suite, Photoshop, Photography, Graphic Design, Advertising, Graphics, Branding & Identity, Marketing, Digital Marketing, Direct Mail, Logo Design, Newsletters, Adobe Acrobat, Illustration, Layout, Proposal Writing, Microsoft Office, PowerPoint, Creative Direction, Mac

Education
Michigan State University   2000 — 2004
BFA, Graphic Design

Igor Fastov Igor Fastov Florham Park, New Jersey Details
Igor Fastov's Merrill Lynch Experience January 2006 - Present
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2006 - Present
Morgan Stanley  November 2001 - November 2006
Pitney Hardin LLP  January 1999 - June 2001
Mayer Brown  January 1996 - May 1998
American Bar Association  January 1996 - December 1997

Skills
Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Charitable Giving, Alternative Investments, Investments, Asset Management, Wealth Transfer, High Net Worth..., Trusts

Education
University of Illinois College of Law   1992 — 1995
JD, Law

Michigan State University   1990 — 1992
BS, Business and Pre-Law

Seton Hall University   1988 — 1990
BA, Business/Pre-Law

Jonathan Zulauf Jonathan Zulauf Greater Chicago Area Details
Jonathan Zulauf's Merrill Lynch Experience June 1997 - November 1998
Job Managing Principal/Financial Advisor
Industry Financial Services
Experience
LPL Financial  February 2005 - Present
Edward Jones  December 1998 - January 2005
Merrill Lynch   June 1997 - November 1998
European Basketball League  September 1993 - June 1996

Education
Michigan State University   1989 — 1993

Port Huron High School   1985 — 1988

Michael Ajlouny Michael Ajlouny Greater Detroit Area Details
Michael Ajlouny's Merrill Lynch Experience November 1994 - January 2009
Job Senior Vice President, UBS Financial Service, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc.   January 2009 - Present
Merrill Lynch   November 1994 - January 2009

Education
Western Michigan University - Haworth College of Business   1984 — 1986
BBA, Accountancy

Michigan State University   1981 — 1984
Accounting

Livonia Bentley   1978 — 1981

Adam Snider Adam Snider Chattanooga, Tennessee Area Details
Adam Snider's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present

Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Writing, Financial Advisory, SPSS, AS400 system, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Management

Education
Middle Tennessee State University   2010 — 2011
M.B.A., Business Administration, Finance

Middle Tennessee State University   2006 — 2010
B.B.A., Business Administration, Economics, Finance

John Wellington John Wellington Greater New York City Area Details
John Wellington's Merrill Lynch Experience 1984 - 1993
Job Vice President Solutions Group at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  April 2014 - Present
JP Morgan  June 2008 - March 2014
Bear Stearns (purchased by J.P. Morgan)   April 2007 - June 2008
Advest, Inc  2005 - 2006
Advest, Inc  2000 - 2005
Smith Barney  1993 - 1997
Merrill Lynch   1984 - 1993

Skills
Business Development, Wealth Management, Relationship Management, Financial Services, Product Marketing, Process Improvement, Productivity Coaching, Product Innovation, Public Speaking, Team Building, Leadership, Project Management, Budgetary Control, Strategic Partnerships, Strategic Financial..., Training, Presentations, Voice of the Customer, Management, Strategy, Series 7, Equities, Hedge Funds, Alternative Investments, Securities, Fixed Income, Series 63, Financial Advisory, Financial Planning

Education
Middlebury College   1979 — 1983
BA

London School of Economics and Political Science   1982 — 1982
Bachelor of Arts (B.A.)

Lewisburg   1977 — 1979

Rohan Salpekar Rohan Salpekar Chicago, Illinois Details
Rohan Salpekar's Merrill Lynch Experience May 2009 - May 2011
Job Strategy Consultant
Industry Financial Services
Experience
HSBC  January 2015 - Present
Deloitte Consulting  September 2012 - January 2015
Deloitte Consulting  June 2009 - October 2012
Merrill Lynch   May 2009 - May 2011

Skills
Software Project..., Management Consulting, Business Analysis, Process Improvement, Stata, Business Process..., Change Management, Data Analysis, Analysis, Program Management, Requirements Gathering, CRM

Education
Michigan State University   2007 — 2011
Economics, International Business

Margaret “Peg” Moore, CFP® CRC® CPWA® Margaret “Peg” Moore, CFP® CRC® CPWA® Ann Arbor, Michigan Details
Margaret “Peg” Moore, CFP® CRC® CPWA®'s Merrill Lynch Experience September 1990 - August 1996
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2006 - Present
Robert W. Baird & Co.   February 1998 - June 2006
Oppenheimer & Co. Inc.   August 1996 - February 1998
Merrill Lynch   September 1990 - August 1996

Skills
Investments, Insurance, Asset Allocation, Retirement Planning, 401k Rollovers, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Multigenerational..., Retirment-Plan..., Securities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...

Education
Michigan State University   1981 — 1986
Bachelor of Science (BS), Science, Health, Physical Education/Fitness

Ann Arbor Huron HS   1979 — 1981
HS Graduate

Maureen Bromwell Maureen Bromwell Greater Detroit Area Details
Maureen Bromwell's Merrill Lynch Experience June 1989 - November 1991
Job Chief Marketing Officer, Asset Management at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management  May 2015 - Present
Munder Capital Management (Firm acquired)   June 2008 - October 2014
Munder Capital Management  January 2001 - June 2008
Munder Capital Management  September 1993 - January 2001
SunAmerica Asset Management  1991 - 1993
Merrill Lynch   June 1989 - November 1991

Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM

Education
Michigan State University
Bachelor of Business Administration (BBA), Economics

Harvey Faust Harvey Faust Greater Atlanta Area Details
Harvey Faust's Merrill Lynch Experience June 1996 - January 2006
Job Mortgage Loan Originator at Southeast Mortgage of Georgia
Industry Financial Services
Experience
Southeast Mortgage of Georgia, Inc.   June 2015 - Present
Bank of America  December 2011 - October 2013
Bank of America Merrill Lynch  April 2010 - December 2011
Merrill Lynch   June 1996 - January 2006

Skills
Banking, Mortgage Lending, Wholesale Banking, Commercial Lending, Small Business, Loans, Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Financial Services, CRM, Analysis, Finance, Lines Of Credit, Wealth Management..., Branch Banking, Relationship Management, Series 7, High Net Worth..., Cash Management

Education
Michigan State University
Bachelors of Arts, Marketing

University of Detroit Mercy
Masters, Finance

Amy Fava Amy Fava Greater Detroit Area Details
Amy Fava's Merrill Lynch Experience 2000 - 2001
Job Independent Organization Management Professional
Industry Banking
Experience
RVMOM   June 2011 - April 2012
Raritan Valley Mothers of Multiples   2006 - 2011
Little Tykes Learning Center   2001 - 2004
Merrill Lynch   2000 - 2001
Standard Federal Bank  1997 - 2000
Bath & Body Works  1996 - 1997

Skills
Social Networking, Recruiting, Social Media, Newsletters, Public Speaking, Marketing, Leadership, Budgets, Online Advertising, Training, Business Networking, Program Management, Strategy, Management

Education
Michigan State University   1992 — 1996
BA, Interdisciplinary Humanities

Niles High School   1989 — 1992
Diploma

Michael Connors Michael Connors Greater Chicago Area Details
Michael Connors's Merrill Lynch Experience May 2011 - August 2011
Job Investment Banking Associate at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross  July 2015 - Present
Stout Risius Ross  June 2014 - June 2015
Michigan State University  January 2013 - May 2014
Delta Chi  September 2012 - September 2013
Stout Risius Ross  May 2013 - August 2013
Michigan State University Student Investment Fund  September 2012 - December 2012
Morgan Stanley  May 2012 - September 2012
Merrill Lynch   May 2011 - August 2011

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Office, Capital IQ, DCF Valuation, LBO, Pitch Books, CIM, Precedent Transactions, Mutual Funds, Equities, Valuation, Due Diligence, Leadership, Equity Research, Financial Institutions, Professional Writing, Management

Education
Michigan State University   2010 — 2014
BA, Finance, General

Allie Irwin Allie Irwin Greater New York City Area Details
Allie Irwin's Merrill Lynch Experience 2012 - 2013
Job Speaker / Coach / Trainer / Problem Solver
Industry Mechanical or Industrial Engineering
Experience
Engineered Conversations   June 2014 - Present
Chatham Borough Farmers' Market   2009 - Present
Merrill Lynch   2012 - 2013
General Motors  1990 - 1999

Skills
Coaching, Body Language, Public Speaking, Nonverbal Communication, Risk Management, Product Development, Management, Corporate Training, Microsoft Excel, Analysis, Microsoft Office, Business Analysis, Cross-functional Team..., Strategic Planning, Investments, Business Development, Customer Service, Entrepreneurship

Education
Martha Beck Life Coach Training   2014 — 2015
Life Coaching

University of Michigan   1994 — 1996
Business Administration and Management, General

Michigan Technological University   1985 — 1989
BS, Mechanical Engineering

Mark K. Smith Mark K. Smith Ann Arbor, Michigan Details
Mark K. Smith's Merrill Lynch Experience March 2005 - June 2012
Job Financial Advisor, AVP Investments Raymond James
Industry Financial Services
Experience
Raymond James  June 2012 - Present
Merrill Lynch   March 2005 - June 2012
Henkel Corporation  February 1985 - November 2004

Skills
Wealth Management, Retirement Planning, Annuities, MediGap Insurance, Financial Planning, LongTerm Care Insurance, Life Insurance, Portfolio Management, Investment Advisory, Investments, 401k, Financial Analysis, Asset Management, Asset Allocation, Estate Planning, Strategic Financial..., Fixed Annuities, Mortgage, Planning, Retirement Plans, 401k Rollovers

Education
University of Michigan   1976 — 1978
BS, Microbiology/Biochemistry

Michigan State University - The Eli Broad College of Business   1992 — 1994
MBA, Management

University of California, Los Angeles - The Anderson School of Management   2003 — 2003
Certificate in Mergers and Acquisitions

Heidi Bintz CRS,GRI,RSPS,FIABCI,CNE,CIPS,RLI, Heidi Bintz CRS,GRI,RSPS,FIABCI,CNE,CIPS,RLI, Greater Denver Area Details
Heidi Bintz CRS,GRI,RSPS,FIABCI,CNE,CIPS,RLI,'s Merrill Lynch Experience March 1982 - July 1985
Job Real Estate Broker at LIV Sotheby's International Realty in Vail, Colorado
Industry Real Estate
Experience
LIV Sotheby's International Realty  2004 - Present
Who's Who in Luxury Real Estate   2004 - Present
Kenny's Double Diamond Ski Shop   June 1990 - October 2003
Merrill Lynch   March 1982 - July 1985

Skills
Single Family Homes, ski resort and ranch..., condo, townhomes, land, Listing Homes, representing buyer, Short Sales, Property, Real Estate, Buyers, Townhomes, First Time Home Buyers, REO, Referrals, Ranch, Investment Properties, Relocation, Resorts, Real Estate Transactions, Sales, Condos, Real Estate Development, Vacation Homes, Foreclosures, Brokerage, Ski, 1031 Exchanges, Residential Homes, Real Estate Economics, Real Property, Luxury, Sellers, Buyer Representation, Investors, Listings, New Home Sales, Negotiation

Education
Michigan State University   1977 — 1981
bs, agricultural economics

Freeland High School   1974 — 1977

Brittney Stevenson Brittney Stevenson Greater Detroit Area Details
Brittney Stevenson's Merrill Lynch Experience October 2012 - October 2013
Job Client Service Coordinator at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Ameriprise Financial Services, Inc.   May 2014 - September 2014
Merrill Lynch   October 2012 - October 2013
Profession Education Services Group   December 2011 - October 2012
Merrill Lynch Financial Institution   May 2010 - July 2010
Michigan State University  August 2009 - August 2009
Merrill Lynch Financial Institution   May 2008 - August 2008

Skills
CRM, Leadership, Management, Salesforce.com, Strategy, Training, Analysis, Advertising, Customer Service, Entrepreneurship, Facebook, Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Social Networking, Research, Event Planning, Investments, Financial Planning, Financial Analysis, Teamwork, Social Media Marketing, Communication, Banking, Data Analysis, Time Management, Financial Services, Retirement Planning, Public Relations, Outlook, Fundraising, Marketing Strategy, Portfolio Management, Problem Solving, Community Outreach, Event Management, Financial Modeling, Process Improvement, Strategic Planning, Insurance, Sales Management

Education
Michigan State University   2007 — 2011
BA, Economics

Michael S. Ridley Michael S. Ridley Paradise Valley, Arizona Details
Michael S. Ridley's Merrill Lynch Experience January 2005 - February 2006
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A.   March 2006 - Present
Merrill Lynch   January 2005 - February 2006
Northrop Grumman Corporation  February 2000 - October 2004
General Motors  May 1999 - August 1999

Education
Michigan State University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Supply Chain Management

Detroit Catholic Central

Jason Daily Jason Daily Portland, Oregon Area Details
Jason Daily's Merrill Lynch Experience June 2005 - September 2005
Job Financial Services MassMutual Oregon
Industry Financial Services
Experience
MassMutual Oregon  May 2007 - Present
Northwestern Mutual  January 2005 - May 2007
Merrill Lynch   June 2005 - September 2005

Skills
Disability Insurance, 401k, Health Insurance, Life Insurance, Finance, Insurance, Securities, Series 7, Sales, Investments, Customer Service, Leadership, Strategic Planning, Long Term Care Insurance, Financial Services

Education
Portland State University   2004 — 2005
BS, Economics

Michigan State University   2001 — 2004
Undergraduate, Economics

Brian Bjork Brian Bjork Chicago, Illinois Details
Brian Bjork's Merrill Lynch Experience May 2009 - August 2009
Job Collateral Analyst at Fordham Capital Partners
Industry Financial Services
Experience
Fordham Capital Partners   March 2015 - Present
BCU  April 2014 - January 2015
Interbank Mortgage Company  August 2012 - February 2014
Twin Orchard Country Club  April 2003 - October 2012
PRG Schultz  February 2012 - May 2012
Merrill Lynch   May 2009 - August 2009

Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, Outlook, Mathematics, Finance, Probability, Statistics, Sales, Auditing, Actuarial Science, Financial Analysis, Consumer Lending

Education
Michigan State University   2006 — 2010
Bachelor of Science, Mathematics

Stacie Pinnavaia Stacie Pinnavaia Charlotte, North Carolina Area Details
Stacie Pinnavaia's Merrill Lynch Experience February 2005 - October 2006
Job Promotions Manager MY Dentists
Industry Marketing and Advertising
Experience
MY Dentists   May 2011 - Present
Design Incentives, Inc.   October 2006 - February 2011
Merrill Lynch   February 2005 - October 2006
Oakland Hills Country Club  March 1997 - December 2004

Skills
Account Management, Sales, Marketing, Forecasting, Customer Service, Program Management, Strategic Planning, Advertising, Time Management, Leadership, Merchandising, New Business Development, Retail, Social Media Marketing, Employee Relations, Budgets, Email Marketing, Small Business, Marketing Strategy

Education
Michigan State University   1989 — 1993
Bachelor of Science

Perry High School   1986 — 1989
Diploma

David Weidmayer David Weidmayer Indianapolis, Indiana Area Details
David Weidmayer's Merrill Lynch Experience July 1994 - September 2005
Job Principal/Owner at Weidmayer Wealth Solutions, LLC
Industry Financial Services
Experience
Weidmayer Wealth Solutions, LLC   July 2014 - Present
Wells Fargo Advisors, LLC  September 2005 - July 2014
Commonwealth Financial Network  2014 - 2014
Merrill Lynch   July 1994 - September 2005

Skills
Retirement, Investments, Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, College Education..., Investment Strategies, Asset Management, Equities, Risk Management, Finance, Liability Manangement, Net Unrealized..., Covered Call Writing

Education
Michigan State University   1987 — 1991
Bachelor's degree, Food Systems, Economics, and Management

Saline High School

Monika Rittner Monika Rittner Greater Detroit Area Details
Monika Rittner's Merrill Lynch Experience October 1997 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
INFINEX Investments & Design Financial, Inc.   May 2013 - Present
Macomb Children's Hands-On Museum   2012 - Present
Merrill Lynch   October 1997 - October 2012

Education
Michigan Technological University   1991 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General

James Petkus James Petkus Columbus, Ohio Details
James Petkus's Merrill Lynch Experience March 2009 - May 2010
Job Front Line Leader at Abbott
Industry Logistics and Supply Chain
Experience
Abbott Nutrition  June 2014 - Present
Abbott Nutrition  May 2013 - June 2014
Abbott Nutrition  January 2013 - May 2013
Abbott Laboratories  July 2011 - May 2013
Abbott Ireland Vascular Division   July 2012 - December 2012
Abbott Bioresearch Center  January 2012 - June 2012
Abbott Diagnostics  July 2011 - December 2011
Abbott Nutrition  May 2010 - August 2010
Merrill Lynch   March 2009 - May 2010
Demmer Corp.  May 2009 - July 2009

Skills
Manufacturing, Project Planning, Microsoft Word, Customer Service, Team Leadership, Microsoft Office, Logistics, Supply Chain, Pharmaceutical Industry, Management, Project Management, Negotiation, Microsoft Excel

Education
Michigan State University   2007 — 2011
Bachelor of Arts, Supply Chain Management

Jeff Kipp, CSA Jeff Kipp, CSA Greater Detroit Area Details
Jeff Kipp, CSA's Merrill Lynch Experience November 1996 - May 1997
Job Michigan Total Service Manager III at SimplexGrinnell
Industry Medical Devices
Experience
SimplexGrinnell  May 2012 - Present
Critical Signal Technologies, Inc.   December 2008 - January 2012
Bergin Financial   December 2006 - December 2008
Guardian Security Services (Alarm, Guards, Medical Monitoring & Armored Car)   August 1998 - December 2006
J.L. KIPP DAY TRADING INVESTMENT SERVICES, INC.   May 1997 - April 1998
Merrill Lynch   November 1996 - May 1997
OLDE STOCKBROKERS (Private Brokerage)   January 1994 - November 1996
US Army (Regular Army- Active Duty Commission) (US Army Airborne Ranger)   1991 - 1994

Skills
Organizational..., Team Building, Strategic Planning, Contract Negotiation, Strategic Partnerships, Recruitment/Retention, Sales Management, Operations Management, Sales Operations, Corporate Finance, Acquisition Integration, Client Acquisition, Cross-functional Team..., Board Reporting, Mergers, New Business Development, Organizational..., Process Development, Board Presentations, Direct Sales, E-commerce, Website Development, SEO, Marketing Strategy, Marketing Communications, Public Relations, Customer Experience, Customer Relations, Customer Retention, Financial Analysis, Financial Modeling, Budget Management, Forecasting, Presentation Development, Sales Presentations, Labor Management, Process Mapping, Business Process..., Cost Analysis, Cost Reduction, Inside Sales, Mergers & Acquisitions, Budgets, Customer Service, Training, Management, Sales

Education
Michigan State University   1987 — 1991
BS, Business Administration

Certified Senior Advisor (CSA)

General Securities Registered Representative
Series 7

Uniform Securities Agent State Law Examination
Series 63

U.S. Army Ranger School

U.S. Army Airborne School

Michael Barnd Michael Barnd Greater Detroit Area Details
Michael Barnd's Merrill Lynch Experience August 1978 - August 2012
Job
Industry Financial Services
Experience
UBS  August 2012 - Present
Merrill Lynch   August 1978 - August 2012

Skills
Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Strategic Financial...

Education
Michigan State University   1974 — 1978
Bachelor's degree, Marketing

Laura Salvati Laura Salvati Los Angeles, California Details
Laura Salvati's Merrill Lynch Experience May 2009 - May 2010
Job Director of Corporate Services and Compliance
Industry Hospital & Health Care
Experience
Goldstar Healthcare, LLC   June 2014 - Present
The Hastings Law Firm, PC   September 2011 - March 2014
Liberty Mutual Group, Inc   June 2010 - April 2011
Merrill Lynch   May 2009 - May 2010
Allen Brothers, PLLC   June 2009 - July 2009
Allen Brothers, PLLC   January 2008 - July 2008
Fakhoury Law Group   May 2006 - September 2007

Skills
Legal Writing, Westlaw, Trials, Legal Issues, Civil Litigation, Legal Research, Litigation, Courts, Immigration Law, Commercial Litigation, Trial Practice, Pleadings, Appeals, Research, Motions, Torts, Criminal Law, Personal Injury

Education
University of Detroit Mercy School of Law   2008 — 2011
Juris Doctor, Law

Michigan State University   2001 — 2005
Bachelor of Science, Merchandising Management

Jonathan LaBarre Jonathan LaBarre Oak Park, Michigan Details
Jonathan LaBarre's Merrill Lynch Experience November 2009 - June 2011
Job Collections Specialist at American Profit Recovery
Industry Financial Services
Experience
American Profit Recovery  May 2014 - Present
Fifth Third Securities  July 2013 - March 2014
KeyBank  July 2011 - July 2013
Merrill Lynch   November 2009 - June 2011
O'Keefe & Associates Consulting, LLC   June 2007 - July 2009
Woodward Capital Advisors   April 2001 - May 2007
JPMorgan Chase  December 1997 - March 2001

Skills
Analytic Thinking, Analytic Problem Solving, Collaborative Leadership, Comprehensive Planning, Creative Problem Solving, Cross-functional Team..., Financial Modeling, Investment Advisory, Investment Banking, Investment Strategies, New Business Development, Risk Analysis, Strategic Financial..., Strategic Thinking, Team-oriented

Education
Michigan State University   1993 — 1997
Bachelor of Arts (B.A.), Accounting, Finance, Economics, Statistics, Honors Studies

Jerry Baker Jerry Baker Kewadin, Michigan Details
Jerry Baker's Merrill Lynch Experience January 1961 - January 1980
Job Independent Consultant and Former Exec. Director SIFMA C&L Society
Industry Financial Services
Experience
R. Gerald Baker Compliance and Regulatory Consulting   March 2001 - Present
Compliance & Legal Society SIFMA   March 2001 - October 2014
EVEREN Securities  March 1980 - March 2001
First Union Securities, Inc   January 1999 - January 2001
EVEREN Securities  1990 - 2001
EVEREN Securities, Inc  January 1990 - January 1999
Prescott, Ball & Turben, Inc   January 1980 - January 1990
Merrill Lynch   January 1961 - January 1980
Paine Webber Jackson & Curtis   1961 - 1964
Paine Webber Jackson & Curtis   1961 - 1964

Skills
Securities Regulation, Securities, Compliance, Compliance Management, Compliance Audits, Legal Compliance, SEC compliance, FINRA, Brokerage, Retail Brokerage, Regulatory Requirements, Financial Regulation, Financial Markets, financial services, compliance training, broker/dealer..., regulatory relationships, Equities, SEC, Series 7, Fraud, Financial Services, Hedge Funds, Financial Risk, Series 63, Options, Capital Markets, Brokers, Mutual Funds, Fixed Income, Compliance Training, Operational Risk, Broker-Dealer, Investments, AML, Asset Management, Series 24, Equity Trading, Investment Banking, Trading, Investment Advisory, Alternative Investments, Structured Products, ETFs, Finance, Corporate Governance, Electronic Trading, Bonds, Derivatives, Dodd-Frank

Education
Michigan State University

Serenity Zander Serenity Zander Palmer, Alaska Details
Serenity Zander's Merrill Lynch Experience March 2005 - April 2007
Job Administrative Secretary at Matanuska Electric Association, Inc.
Industry Utilities
Experience
Matanuska Electric Association, Inc.   November 2013 - Present
Mutual of Enumclaw  April 2012 - September 2012
Mutual of Enumclaw  September 2011 - April 2012
Compton Dentalcare   March 2010 - May 2011
Isinglass, Inc   September 2007 - March 2010
Merrill Lynch   March 2005 - April 2007
Central Christian Church  August 2004 - March 2005
Merrill Lynch   January 2001 - August 2003
The Vestcor Companies   February 2000 - May 2000
Today's Office Staffing  November 1999 - February 2000

Skills
Customer Service, Microsoft Excel, Microsoft Word, Inventory Management, Outlook, Finance, 10 Key, Securities, PowerPoint, Auditing, Balance, Invoicing, Accounts Payable, QuickBooks

Education
Middle Tennessee State University   1985 — 1989
BBA, Finance

Stephen J. Lengel Stephen J. Lengel Greater New York City Area Details
Stephen J. Lengel's Merrill Lynch Experience June 2015 - August 2015
Job Student at Michigan State University
Industry Financial Services
Experience
Merrill Lynch   June 2015 - August 2015
G & L Partners Inc.   May 2015 - June 2015

Skills
Microsoft Office, Management, Microsoft Excel, Time Management, Organization Skills, Customer Service, Team Management, Team Leadership, Leadership, Research

Education
Michigan State University   2012 — 2016
Bachelor's degree, Economics

Northern Highlands Regional High School   2008 — 2012

Daniel Wunderlich Daniel Wunderlich Greater Nashville Area Details
Daniel Wunderlich's Merrill Lynch Experience April 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   April 2014 - Present

Skills
Visual Merchandising, Inventory Management, Retail Sales, Store Operations, Customer Service, Sales Management, Customer Satisfaction, Driving Results, Management, P&L, Team Building

Education
Middle Tennessee State University   1998 — 2003
Bachelor of Science (BS), Recording Industry - Music Business

Jackson High School   1994 — 1998

John Prebay John Prebay Greater Detroit Area Details
John Prebay's Merrill Lynch Experience October 1992 - January 2004
Job Senior VP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  January 2004 - Present
Merrill Lynch   October 1992 - January 2004
Ingres  June 1990 - October 1992
Digital Equipment Corporation  June 1987 - June 1990

Education
Michigan State University   1983 — 1987
B.A., Business

Michigan State University - The Eli Broad College of Business   1983 — 1987

Scott Dickerson Scott Dickerson Greater Chicago Area Details
Scott Dickerson's Merrill Lynch Experience January 2000 - August 2001
Job Lean Six Sigma Program Manager PepsiCo North American Transport & Fleet Operations
Industry Consumer Goods
Experience
PepsiCo  January 2012 - Present
PepsiCo  November 2004 - January 2012
Morgan Stanley Investment Management  September 2001 - February 2003
Merrill Lynch   January 2000 - August 2001

Skills
SAP, Financial Modeling, Financial Analysis, Strategic Financial..., Process Improvement, Logistics, Portfolio Management, Asset Managment, Asset Allocation, Inventory Management, Investments, Supply Chain Management, Six Sigma, Change Management, Management, Project Management, Lean Manufacturing

Education
Michigan State University   1995 — 2000
Bachelor of Arts (B.A.), Finance, General

Cherith Harrison Cherith Harrison Washington D.C. Metro Area Details
Cherith Harrison's Merrill Lynch Experience April 1985 - August 1989
Job Senior Manager, Marketing Communications at Calvert Investments
Industry Financial Services
Experience
Calvert Investments  January 2011 - Present
Calvert Investments  January 2011 - March 2014
Brookside Consultants   October 1998 - January 2011
Diversified Investment Advisors  November 1994 - October 1998
The Dreyfus Corporation  August 1989 - June 1993
Merrill Lynch   April 1985 - August 1989

Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales

Education
Michigan State University   1977 — 1981
B.A., Economics

Wall High School

Stan Shipley Stan Shipley Greater New York City Area Details
Stan Shipley's Merrill Lynch Experience 1997 - 2003
Job Managing Director Fixed Income Strategist at ISI Group
Industry Financial Services
Experience
ISI Group  Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch   1997 - 2003
Lehman Brothers  1988 - 1996
Interactive Data  1978 - 1983

Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments

Education
Michigan Technological University   1971 — 1976

Stephen Riebe ChFC Stephen Riebe ChFC Austin, Texas Details
Stephen Riebe ChFC's Merrill Lynch Experience June 1993 - November 1999
Job RiebePumo Group. First Vice President Investments UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Wealth Management  October 2011 - Present
Morgan Stanley Smith Barney  November 1999 - October 2011
Legg Mason  November 1999 - February 2006
Merrill Lynch   June 1993 - November 1999

Education
Michigan State University   1979 — 1984
Bachler of Science, Urban Policy, Political Science

The American College
Personal Financial Planning, Charter Financial Consultant

Jennifer Loch Jennifer Loch Greater Chicago Area Details
Jennifer Loch's Merrill Lynch Experience July 2000 - August 2003
Job Senior Credit Analyst at Ridgestone Bank
Industry Banking
Experience
Ridgestone Bank  October 2010 - Present
AMCORE Bank  October 2004 - March 2006
Elgin State Bank  August 2003 - September 2004
Merrill Lynch   July 2000 - August 2003

Skills
Small Business Lending, Credit Analysis, SBA

Education
Michigan State University   1996 — 2000
Bachelor of Arts, Finance

Erin Jennings Erin Jennings Greater Philadelphia Area Details
Erin Jennings's Merrill Lynch Experience 2006 - 2008
Job VP Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  January 2014 - Present
Prudential Financial  March 2009 - Present
Prudential Financial  July 2012 - January 2014
Merrill Lynch   2006 - 2008
Merrill Lynch   1992 - 2008
Merrill Lynch   March 2002 - January 2006

Education
Michigan State University   1986 — 1990

Scott Lundmark Scott Lundmark Hinsdale, Illinois Details
Scott Lundmark's Merrill Lynch Experience 2003 - 2008
Job President at Adventure Golf Services
Industry Entertainment
Experience
Adventure Golf Services   January 2009 - Present
Adventure Golf Services   2009 - 2012
Firstsight LLC   2008 - 2009
Merrill Lynch   2003 - 2008
Merrill Lynch Capital  2003 - 2008
LENDX   2000 - 2002
Mellon US Leasing  1997 - 2001
Lease Plan USA  1990 - 1993

Skills
Portfolio Management, Asset Based Lending, Capital Markets, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Asset Management, Finance, Private Equity, Mergers & Acquisitions, Investments, Strategic Consulting, Sales Management, Program Management

Education
Michigan State University   1982 — 1986
BA - Materials Logistics Management, Finance, Economics

Fran Buchan Fran Buchan Birmingham, Alabama Area Details
Fran Buchan's Merrill Lynch Experience October 1994 - Present
Job Wealth Management Advisor, Senior VP Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1994 - Present
US Air Force  1970 - 1994

Education
U.S. Air Force Institute of Technology   1976 — 1977
Master of Science (M.S.), Aeronautics/Aviation/Aerospace Science and Technology, General

Michigan Technological University   1975 — 1976
Master of Business Administration (MBA)

United States Air Force Academy   1966 — 1970
BS, Aero Engineering

Kathuryn Gustafson Kathuryn Gustafson San Francisco Bay Area Details
Kathuryn Gustafson's Merrill Lynch Experience 1996 - 2004
Job Vice President at Hargrave Fiduciary Advisors LLC
Industry Financial Services
Experience
Hargrave Fiduciary Advisors LLC   March 2011 - Present
Nollenberger Capital Partners  November 2007 - March 2011
Wells Fargo  2004 - 2007
Merrill Lynch   1996 - 2004

Skills
Pensions, Asset Managment, Retirement Plan..., Fiduciary, Series 7, Series 63, Series 65, Equities, Investments, Securities, Portfolio Management, Investment Advisory

Education
Michigan State University   1989 — 1993

Lake Forest High School

Margaret (Peggy) Weingartz Margaret (Peggy) Weingartz Chicago, Illinois Details
Margaret (Peggy) Weingartz's Merrill Lynch Experience July 1997 - January 2001
Job Director at Ziegler
Industry Investment Banking
Experience
Ziegler  August 2008 - Present
Citi  February 2001 - July 2008
Merrill Lynch   July 1997 - January 2001

Education
Yale University - Yale School of Management   1995 — 1997
MBA, Finance

Michigan Technological University   1986 — 1990
BSEE, Electrical Engineering

Victoria Sarda Victoria Sarda Greater Detroit Area Details
Victoria Sarda's Merrill Lynch Experience January 2006 - November 2013
Job Registered Principal at The Advisors Group
Industry Financial Services
Experience
The Advisors Group  November 2013 - Present
Merrill Lynch   January 2006 - November 2013

Skills
International Business, Business Planning, Strategic Planning, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Portfolio Management, Customer Service, 401(k) Plan Consulting, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning

Education
Thunderbird School of Global Management

Michigan State University

Thomas E Clark, CFP®,CWS®,MBA Thomas E Clark, CFP®,CWS®,MBA San Antonio, Texas Area Details
Thomas E Clark, CFP®,CWS®,MBA's Merrill Lynch Experience July 1998 - December 2008
Job Financial Planner at USAA
Industry Financial Services
Experience
USAA  July 2009 - Present
Merrill Lynch   July 1998 - December 2008
HE Butt Grocery Company   September 1979 - February 1998

Education
Texas A&M University-Corpus Christi   1981 — 1983
MBA, Management/Marketing

Michigan State University   1977 — 1979
BA, Finance

Jennifer Crouter Jennifer Crouter Greater Detroit Area Details
Jennifer Crouter's Merrill Lynch Experience February 2013 - Present
Job Financial AdvisorPractice Management
Industry Financial Services
Experience
Merrill Lynch   February 2013 - Present
Pamlab   June 2006 - December 2011
inVentiv Health  August 2003 - October 2005
Michigan Institute of Urology  November 2000 - August 2003

Skills
Pharmaceutical Sales, Neurology, Pharmaceutical Industry, Diabetes, Medical Devices, Urology, Managed Care, Sales Effectiveness, OB/GYN, Cold Calling, Sales Presentations, Coaching, Product Launch

Education
Michigan State University   1995 — 2000
Medical Technology, Clinical Laboratory Science

Tracey Pearson Tracey Pearson Greater Nashville Area Details
Tracey Pearson's Merrill Lynch Experience March 1998 - July 2004
Job First Vice President / Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Bank  February 2014 - Present
Fifth Third Bank  March 2010 - February 2014
Wells Fargo Private Bank  November 2004 - March 2010
Merrill Lynch   March 1998 - July 2004

Skills
Banking, Investments, Strategic Financial..., Wealth Management, Estate Planning, Investment Management, Insurance, Wealth, Financial Analysis, High Net Worth..., Series 7, Finance

Education
Middle Tennessee State University   1994 — 1997
Bachelor of science (BS), Public Relations / Finance

franklin foreman franklin foreman Kansas City, Missouri Area Details
franklin foreman's Merrill Lynch Experience 1977 - 1995
Job football and basketball coach at grandview school district
Industry Market Research
Experience
grandview school district  January 2009 - Present
Account Solutions Group  January 2004 - Present
merrill lynch   1977 - 1995
merrill lynch   1977 - 1995

Skills
Strategic Planning, Event Planning, Negotiation, PowerPoint, Project Management, Microsoft Excel, Team Building, Social Media, Microsoft Office, Forecasting, Fundraising, Public Speaking, Coaching, Social Networking, Policy

Education
virginia state universty   1975 — 1976
Master's degree, Development Economics and International Development

Michigan State University   1966 — 1971
BA, social science

michigan state univ ba social science
Social Sciences

Heather Poole Heather Poole Louisville, Kentucky Area Details
Heather Poole's Merrill Lynch Experience December 2007 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2007 - Present
Morgan Stanley Smith Barney  November 2005 - December 2007

Skills
Series 7, Series 63, Life and Health, Series 66, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities

Education
Middle Tennessee State University

Drew Byron, CPA Drew Byron, CPA Greater Detroit Area Details
Drew Byron, CPA's Merrill Lynch Experience May 2004 - August 2004
Job Assurance Manager at EY
Industry Accounting
Experience
EY  October 2014 - Present
Ernst & Young  October 2011 - September 2014
EY  January 2011 - September 2011
Comerica Bank  June 2005 - January 2011
Merrill Lynch   May 2004 - August 2004

Skills
Financial Analysis, Financial Modeling, Valuation, Analysis, Microsoft Excel, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Accounting, Variance Analysis, US GAAP, SEC filings

Education
Walsh College   2007 — 2009
Master of Science, Accountancy

Michigan State University   2001 — 2005
Bachelor of Arts, Finance

UNSW Australia   2003 — 2003
Study Abroad, Relevant coursework included: Accounting and Economics

Justin Ware Justin Ware Greater Chicago Area Details
Justin Ware's Merrill Lynch Experience May 2006 - August 2006
Job Finance Manager at Northern Trust
Industry Management Consulting
Experience
Northern Trust Corporation  August 2014 - Present
Northern Trust  November 2012 - July 2014
A.T. Kearney   January 2011 - December 2012
Ford Motor Company  April 2007 - January 2011
Merrill Lynch   May 2006 - August 2006

Education
Michigan State University - The Eli Broad College of Business   2009 — 2010
MS, Supply Chain

Michigan State University   2003 — 2006
BA, Finance

Satch Chada Satch Chada Greater New York City Area Details
Satch Chada's Merrill Lynch Experience April 1999 - February 2009
Job Finance Professional
Industry Investment Management
Experience
Asis Bay Capital, LLC   August 2015 - Present
CoreCommodity Management (formerly Jefferies Asset Management)   February 2009 - July 2015
Merrill Lynch   April 1999 - February 2009
Merrill Lynch   July 1997 - April 1999

Education
Michigan State University
Master's Degree, Computer Science

The University of Chicago
MBA, Finance & Strategic Management

University of Michigan
Bachelor's Degree, Computer Science

Samuel Impastato Samuel Impastato Greater Detroit Area Details
Samuel Impastato's Merrill Lynch Experience June 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2006 - Present

Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, 401k, Alternative Investments, Asset Allocation, Finance, Financial Planning, Leadership, Retirement, Portfolio Management

Education
Michigan State University   2002 — 2006

Christopher Loudon Christopher Loudon Greater New York City Area Details
Christopher Loudon's Merrill Lynch Experience August 2003 - June 2007
Job Director Head of Structured Solutions Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Bank  2011 - Present
CMIT Solutions of Manhattan   2009 - 2011
BNP Paribas  June 2007 - January 2009
Merrill Lynch   August 2003 - June 2007
Banc of America Securities  August 1999 - November 2002
JP Morgan  June 1996 - August 1999

Skills
Strategy, Vendor Management, Equity Derivatives, Equities, Financial Services, Hedge Funds, Capital Markets, Operational Risk..., ABS, Small Business, Structured Products, Exotic Derivatives, Asset Management, Fixed Income, New Business Development, Information Technology, Derivatives, Credit Derivatives, Investment Banking, Options, Trading Systems, Structured Finance

Education
Middlebury College   1992 — 1996
BA, Economics & Math/Computer Science

Andrzej Mendela Andrzej Mendela Greater Detroit Area Details
Andrzej Mendela's Merrill Lynch Experience 1999 - 2004
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  September 2012 - Present
Michigan Financial Companies  March 2009 - September 2012
Citigroup  2004 - 2008
Merrill Lynch   1999 - 2004
Northern Trust  1998 - 1999
Silicon Graphics  1996 - 1997
WJBK - Fox 2 Detroit  1996 - 1996

Education
Michigan State University   1998 — 2002
Master of Arts

Saint Mary's College   1992 — 1996

Liceum Ogolnoksztalcace im. Stanislawa Leszczynskiego   1987 — 1991

Cynthia Bardel-Switlik Cynthia Bardel-Switlik Greater Detroit Area Details
Cynthia Bardel-Switlik's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
MCM Management Corp.   March 2007 - October 2011
Gage Products Company  August 2005 - March 2007

Skills
Finance, Retirement Planning, Investments, Insurance, Series 7, Variable Annuities, Strategic Financial...

Education
The American College   2011 — 2014
CFP, Financial Planning and Services

College for Financial Planning   2012 — 2012
Chartered Retirement Planning Counselor

Walsh College of Accountancy and Business Administration   2008 — 2012
Masters of Accountancy, Accounting, 3.2

Michigan State University   2000 — 2003
BA, Psychology

Paul Geyman Paul Geyman Greater Detroit Area Details
Paul Geyman's Merrill Lynch Experience November 2009 - December 2012
Job Investment Advisor Representative at Michigan Financial Companies/John Hancock Financial Network
Industry Financial Services
Experience
Michigan Financial Companies and John Hancock Financial Network   December 2012 - Present
Merrill Lynch   November 2009 - December 2012
U.S. Bank Equipment Finance   August 2007 - October 2009

Skills
Investments

Education
Michigan State University   1976 — 1980
Bachelors, Business

john sterritt sr john sterritt sr Asheville, North Carolina Details
john sterritt sr's Merrill Lynch Experience June 1996 - November 2011
Job Sr. Vice PresidentInvestments
Industry Financial Services
Experience
UBS Financial Services  November 2011 - Present
Merrill Lynch   June 1996 - November 2011

Education
Michigan State University   1962 — 1966
Bachelor of Science (BS), Economics

Cranbrook, Andover High

Courtney Ochalek Courtney Ochalek Greater Detroit Area Details
Courtney Ochalek's Merrill Lynch Experience 2004 - 2007
Job NonProfit Organization Management Professional
Industry Mental Health Care
Experience
Michigan State University  2008 - 2009
Merrill Lynch   2004 - 2007

Education
Michigan State University   2000 — 2009
Bachelor of Arts, International Relations

Michigan State University
Bachelor of Arts, Psychology

Pam Szilagyi Pam Szilagyi Greater Detroit Area Details
Pam Szilagyi's Merrill Lynch Experience February 2005 - January 2012
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2012 - Present
Merrill Lynch   February 2005 - January 2012

Education
Michigan State University

Guilherme Cavichioli Guilherme Cavichioli Greater Detroit Area Details
Guilherme Cavichioli's Merrill Lynch Experience August 2015 - Present
Job Finance at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch   August 2015 - Present
Quicken Loans  April 2013 - April 2014

Skills
VBA, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access

Education
Michigan State University   2006 — 2011
Bachelor of Science (BS), Mathematics

Emily Rellinger Emily Rellinger Miami/Fort Lauderdale Area Details
Emily Rellinger's Merrill Lynch Experience September 2006 - February 2008
Job Financial Advisor at Pace Capital Management
Industry Financial Services
Experience
Pace Capital Management   December 2002 - Present
Merrill Lynch   September 2006 - February 2008
Shearson Lehman Brothers  October 1987 - June 1996

Education
Michigan State University
BS, Food Systems Economics and Management

University of Michigan-Flint

Mark Adams, CMFC Mark Adams, CMFC Greater Chicago Area Details
Mark Adams, CMFC's Merrill Lynch Experience 1998 - 1999
Job Regional Vice President, Business Development at Grant Park Funds / Dearborn Capital Management, LLC
Industry Financial Services
Experience
Grant Park Funds / Dearborn Capital Management, LLC   2011 - Present
MetLife Annuities   2008 - 2010
ING Annuities  2007 - 2008
DWS Investments  1999 - 2007
Merrill Lynch   1998 - 1999

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Series 63, Variable Annuities, Retirement Planning, Public Speaking, Hedge Funds, Asset Managment, CMFC, Territory Management, Business Development, Managed Futures, Structured Products, Commodity, Income Distribution, Wealth Management, IRAs, Series 31

Education
Michigan State University   1995 — 1999
Bachelors, Finance

Blair Haines Blair Haines Chicago, Illinois Details
Blair Haines's Merrill Lynch Experience June 2009 - August 2009
Job Associate Traffic Coordinator at New Control
Industry Marketing and Advertising
Experience
New Control  November 2012 - Present
Marketing Werks  December 2010 - June 2012
Health Care Weekly Review   October 2010 - December 2010
Merrill Lynch   June 2009 - August 2009

Skills
Marketing, Advertising, Account Management, Account Coordination, Event Management, Guerrilla Marketing, Brand Awareness, Mobile Marketing, Social Media, Email Marketing, Marketing Communications

Education
Michigan State University   2007 — 2010
Bachelor of Arts (B.A.), Communication, General

Michael Borgani Michael Borgani San Francisco Bay Area Details
Michael Borgani's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2014 - Present
FITCH RATINGS  February 2004 - June 2013
FEDERAL RESERVE BANK OF SAN FRANCISCO  January 2000 - October 2002

Skills
Financial Modeling, Analysis, Finance, Management, Portfolio Management, Wealth Management, Training

Education
Michigan State University - The Eli Broad College of Business
M.A., Economics

University of Michigan
B.A., Economics

Marie A. Vanerian Marie A. Vanerian Greater Detroit Area Details
Marie A. Vanerian's Merrill Lynch Experience June 1977 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1977 - Present

Education
University of Pennsylvania - The Wharton School   2000 — 2001
CIMA, Certified Investment Management Analyst

Michigan State University   1971 — 1976
Economics

Gabriel Friedman Gabriel Friedman Detroit, Michigan Details
Gabriel Friedman's Merrill Lynch Experience June 2008 - July 2008
Job Fund Accountant at Comerica Bank
Industry Accounting
Experience
Comerica Bank  June 2015 - Present
Kelly Services  March 2015 - June 2015
Robert Half Finance & Accounting  March 2014 - March 2015
George Enterprises   March 2013 - October 2013
Epic  June 2011 - July 2012
Merrill Lynch   June 2008 - July 2008
Varty Accounting, Inc   June 2008 - July 2008

Skills
Analysis, Databases, Technical Support, Banking, Accounting, Troubleshooting, Software Documentation, Customer Service, Administration, Accounts Receivable

Education
Michigan State University   2010 — 2011
Masters, Accounting, 3.75

Michigan State University   2006 — 2010
Bachelors, Accounting, Compter Science and Engineering, 3.52

Kunal Anandanchamp Kunal Anandanchamp Dayton, Ohio Area Details
Kunal Anandanchamp's Merrill Lynch Experience September 1996 - December 1999
Job IT manager at Capital One
Industry Banking
Experience
Capital One  December 2003 - Present
National City Mortgage  December 1999 - August 2003
Merrill Lynch   September 1996 - December 1999

Skills
Oracle SQL, Java, XML, ERP, Program Management, HTML 5, Unix, Leadership, Integration

Education
Michigan State University   2002 — 2005
Master of Computer Applications (M.C.A.), Information Technology

The George Washington University   1994 — 1997
Bachelor of Science (BS), Computer Science

Melanie Cail Melanie Cail Greater Nashville Area Details
Melanie Cail's Merrill Lynch Experience May 1998 - December 1999
Job Financial Services Professional
Industry Financial Services
Experience
Regions Bank  October 2005 - January 2011
Harpeth Gallery and Private Edition, Inc   March 2000 - October 2005
Merrill Lynch   May 1998 - December 1999
First Union National Bank  December 1996 - May 1998
First American National Bank  December 1985 - December 1996
Pitney Bowes, Inc  January 1983 - January 1985

Education
Middle Tennessee State University
Bachelor, Business Administration; Marketing

David Padilla, ARM, AU David Padilla, ARM, AU Chicago, Illinois Details
David Padilla, ARM, AU's Merrill Lynch Experience June 2007 - August 2007
Job
Industry Insurance
Experience
AIG  October 2011 - Present
Brown & Brown  July 2008 - October 2011
Morgan Stanley Smith Barney  September 2007 - December 2007
Merrill Lynch   June 2007 - August 2007

Skills
Liability, Insurance, Underwriting, Casualty, Property & Casualty...

Education
Michigan State University   2003 — 2007
BS, Finance

American University of Roma
International Business, Operations Management

John Wehner John Wehner Medina, Tennessee Details
John Wehner's Merrill Lynch Experience July 1998 - Present
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 1998 - Present
United States Marine Corps  June 1980 - November 2003

Skills
Uniform Combined State..., Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Estate Planning, IRAs, Leadership, Retirement

Education
Middle Tennessee State University   1982 — 1985
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Stacie Wegman Stacie Wegman Spring Hill, Tennessee Details
Stacie Wegman's Merrill Lynch Experience January 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2007 - Present

Education
Middle Tennessee State University   1992 — 1997
BS, Marketing

Jason Harrell Jason Harrell Washington D.C. Metro Area Details
Jason Harrell's Merrill Lynch Experience 1998 - 1999
Job Area Vice President at IMS – Integrated Medical Systems International, Inc.
Industry Medical Devices
Experience
IMS – Integrated Medical Systems International, Inc.   June 2002 - Present
Towery Publishing  2001 - 2002
Merrill Lynch   1998 - 1999

Skills
Operating Room, Medical Devices, Surgeons, Surgical Instruments, Capital Equipment, Endoscopy, Surgery, Operating Room Sales, Orthopedic, Spine, Urology, OB/GYN, Vascular, Sales, Healthcare, Disposables, Sales Operations, Market Development, Strategic Planning, Account Management, Sales Management, Capital Equipment Sales, Hospitals, New Business Development, Product Launch, Neurosurgery, Interventional..., Direct Sales, Cardiology, Orthopedics, Product Development

Education
Western Michigan University - Haworth College of Business   1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing and Finance

Michigan State University   1995 — 1997
Lyman Briggs College of Science and Technology

Luke M. Powers Catholic H.S.

Kristy Iannotti Kristy Iannotti Rochester, New York Area Details
Kristy Iannotti's Merrill Lynch Experience July 2000 - June 2002
Job Credit Manager at M&T Bank
Industry Banking
Experience
M&T Bank  October 2011 - Present
KeyBank  December 2008 - October 2011
Fifth Third Bank  August 2005 - December 2008
HP Pelzer, North America  November 2004 - August 2005
Standard Federal Bank  June 2002 - August 2004
Merrill Lynch   July 2000 - June 2002

Skills
Credit, Credit Analysis, Credit Risk, Portfolio Management, Finance, Banking, Commercial Banking

Education
Michigan State University   1996 — 2000
Bachelor of Arts (BA), Finance

Frank Black Frank Black Charlotte, North Carolina Details
Frank Black's Merrill Lynch Experience January 1971 - 1978
Job CEOCCO at Southeast Investments, N.C., Inc
Industry Financial Services
Experience
Southeast Investments, N.C., Inc   July 1997 - Present
Robert Thomas Securities   July 1990 - July 1997
A.G. Edwards   July 1988 - July 1990
J.C. Bradford   July 1980 - July 1988
EF Hutton  January 1978 - July 1980
Merrill lynch   January 1971 - 1978
Oldsmbile Division of General Mtors   July 1965 - August 1969
U.S. Navy   April 1960 - April 1964

Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds

Education
Michigan State University   1965 — 1969
Bachelor of Science (BS), Social Sciences

ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies

Colleen K. Grigorian Colleen K. Grigorian Bloomfield Hills, Michigan Details
Colleen K. Grigorian's Merrill Lynch Experience June 1982 - August 1992
Job Administrative Manager
Industry Sports
Experience
Self-employed  September 2007 - Present
Merrill Lynch   June 1982 - August 1992

Skills
Event Planning, Event Management, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media, Office Management, Office Administration, Administrative..., Public Speaking, Fundraising, Public Relations

Education
Michigan State University   1978 — 1982

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